ABOUT

Many FDs are cold and impersonal, preferring processes over people. Not me.

I’ve been in the industry for over 20 years, so I know what it’s like to be in your shoes. Sweating the small stuff and making the hard calls. Dealing with the human side of running a business. That’s why I’m all about collaboration. I’m not a supplier, I’m your partner, meaning that whether your business is just starting out or already riding high we’ll work together. Collaborating as partners, we'll identify problems, set objectives and put a detailed plan in place to take you to the next level.

STRATEGIC

SUPPORTIVE

STRAIGHT FORWARD

MY APPROACH

WORKING TOGETHER

I will start with an initial meeting to understand you as a person, your business and its challenges and ultimately what you want from your business. I will outline how I think we should work together in terms of what information I think we will need both financial and operational. Whilst there will be a need for a scheduled regular meeting, the key to you getting the most value is knowing you can call me at any point when you need to talk over any decisions, have any concerns or any light bulb moments you want to discuss.

My approach is collaborative and supportive. I see myself as part of your team on the inside looking out with you and so our personality fit is key to a successful relationship.

Our Capabilities

SOLVING PROBLEMS, BOOSTING BUDGETS

STRATEGIC ADVICE

Once we know what you want the business to deliver I can help you plan the steps to get you there. I can support you in your key decision making and ensure you have time to step away from the day to day operations to plan your future.

MONTHLY INFORMATION

I will ensure we have the nuts and bolts of financial information but will complement this with the key non financial factors which impact your business. I will explain the business performance in your language and highlight what we need to do to address any issues. This will ensure you are on a sound financial footing and focusing your energy on the right areas of your business. This may include looking at which clients, service lines or products are most and least profitable so we can act accordingly.

PROJECT WORK

I can also help with writing business plans and supporting projections to secure funding. Other one off projects may include items such as a detailed cost review to drive profit improvement.

ANNUAL FORECASTING

A detailed forecast will help us ensure you have the right resources and cashflow to support your plans. We can track against this to ensure we are heading in the right direction.

LET'S WORK TOGETHER

Testimonials

PEOPLE I'VE WORKED WITH

Success stories

I’d really recommend Helen’s support, particularly to ensure you have a tested and achievable financial strategy for your business. I wish I had gained this support five years ago, so don’t leave it too late.

Ian Hutchins - Director, Vita Safety

As the sole director it has been extremely helpful to have someone I can pick up the phone to on a variety of issues, knowing Helen will provide an objective but ultimately supportive point of view.

Scott Smeaton- Director, SSAM Limited

Helen has supported our business for over 12 months, helping us identify gaps in our service, develop our delivery and see where we can improve our quality of service. I've felt the benefit of having direct support from Helen in moving our service forward financially and making the right decisions.

Justin Fellows - Director, JUSTBU CIC

We saw growth of over 50% last year and are on target to grow again by 50%. Helen will challenge your ideas but in a constructive way, knowing she has your aims as her key goals. Her collaborative nature means we see her as part of our team and I’d recommend her to any growing business.

Andrew Reid - Director, Wilmslow Wealth management

I’ve known Helen for some years now and she has supported me on many a bid and tender. Her keen eye for pricing and understanding alternative pricing beyond hourly rates has been critical on a number of key bids. Her no fuss approach makes her a great asset to any business!

Rachel Jones - Equity Partner, DWF

Helen was of more help to me in the first four weeks of working together than my last accountant was in the last four years.

Director, Property Management Company

CHARTERED CERTIFIED ACCOUNTANTS

REQUIRE ACCOUNTANCY?

My partner AJ Fleet Co want to provide an alternative to the expensive, boring and jargon filled world of accountancy and taxation for small businesses and individuals. Whether you are based in Tameside or further afield and setting up in business for the first time or an existing business thinking of a change, give us a call for a chinwag and see how we can save you money.
No nonsense, fair and personable... like you.